Planning Strategies Inc.’s Procter & Gamble PG Stock Holding History

Planning Strategies Inc.’s Portfolio PG Stock Details PG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$82.6K	Buy	+563	New	+$81.9K	0.05%	121

Other funds holding PG

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Planning Strategies Inc.'s PG Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Procter & Gamble (PG) in Q2 2026: 563 shares worth $82.6K. The stake represents 0.05% of the portfolio and ranks #121 among its holdings.

1,637 funds tracked by Wall St. Rank hold PG as of Q2 2026.

Planning Strategies Inc. held 563 shares of Procter & Gamble worth $82.6K as of Q2 2026.
Procter & Gamble was a new Planning Strategies Inc. position in Q2 2026.
Procter & Gamble made up 0.05% of Planning Strategies Inc.'s portfolio in Q2 2026, its #121 holding.
1,637 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.